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Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Bluestem Financial Advisors, LLC

Investment Activity

  • Bluestem Financial Advisors, LLC has $233.28 million in total holdings as of June 30, 2025.
  • Bluestem Financial Advisors, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 4.32% of the portfolio was purchased this quarter.
  • About 1.59% of the portfolio was sold this quarter.
  • This quarter, Bluestem Financial Advisors, LLC has purchased 28 new stocks and bought additional shares in 10 stocks.
  • Bluestem Financial Advisors, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

233051150 - Xtrackers MSCI USA Selection Equity ETF
$320,121 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
44,472 shares (about $3.27M)
Vanguard S&P 500 ETF
4,445 shares (about $2.52M)
Schwab US Small-Cap ETF
62,207 shares (about $1.57M)
Vanguard Total International Stock ETF
21,341 shares (about $1.47M)
iShares ESG Aware U.S. Aggregate Bond ETF
16,143 shares (about $767.44K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
1,264 shares (about $784.82K)
Vanguard FTSE All-World ex-US ETF
9,013 shares (about $605.85K)
Vanguard Short-Term Bond ETF
7,300 shares (about $574.51K)
Vanguard ESG International Stock ETF
4,079 shares (about $267.18K)
iShares ESG MSCI USA Leaders ETF
2,410 shares (about $261.12K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBluestem Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$49,336,062$784,817 -1.6%79,45921.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$46,667,521$3,274,475 7.5%633,81120.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$27,837,569$605,854 -2.1%414,12611.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$27,715,744$117,779 -0.4%116,95411.9%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$13,106,691$32,952 0.3%147,1675.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$6,580,274$574,511 -8.0%83,6122.8%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$6,574,942$767,440 13.2%138,3032.8%ETF
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$5,370,121$261,122 -4.6%49,5632.3%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,234,118$152,900 -2.8%91,8112.2%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$5,155,744$206,131 -3.8%105,9762.2%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,105,266$109,914 -2.1%51,4642.2%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,632,511$89,963 -1.9%15,2422.0%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$3,986,773$42,611 1.1%96,4621.7%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$3,874,662$267,175 -6.5%59,1551.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,672,185$8,796 0.2%50,5181.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,990,623$2,524,847 542.1%5,2651.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,743,932$48,852 -1.7%25,1071.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,407,861$1,474,453 158.0%34,8511.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,388,6290.0%8,3721.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,051,170$1,573,835 329.7%81,0740.9%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,331,770$102,034 -7.1%10,5070.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,099,624$90,376 -7.6%3,9300.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$928,613$216,361 -18.9%1,8670.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$558,5360.0%9040.2%Finance
Apple Inc. stock logo
AAPL
Apple
$502,075$84,329 -14.4%2,4470.2%Computer and Technology
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$482,002$47,462 10.9%22,7790.2%ETF
Xtrackers MSCI USA Selection Equity ETF stock logo
USSG
Xtrackers MSCI USA Selection Equity ETF
$320,121$320,121 New Holding5,6280.1%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$311,767$219 0.1%2,8440.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$310,9630.0%5,0140.1%ETF

Showing largest 100 holdings. View all holdings.
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